Power Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Power Wealth Management’s Portfolio FBND Stock Details FBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$39.4M	Buy	865,549 +34,892	+4%	+$1.59M	13.53%	1
2026 Q1	$37.9M	Buy	830,657 +14,929	+2%	+$688K	14.1%	1
2025 Q4	$37.6M	Buy	815,728 +35,761	+5%	+$1.66M	13.22%	1
2025 Q3	$36.1M	Sell	779,967 -50,081	-6%	-$2.3M	13.13%	1
2025 Q2	$38M	Buy	830,048 +12,815	+2%	+$580K	14.6%	1
2025 Q1	$37.3M	Buy	817,233 +72,381	+10%	+$3.28M	15.1%	1
2024 Q4	$33.4M	Buy	744,852 +109,722	+17%	+$5.01M	13.96%	1
2024 Q3	$29.7M	Buy	635,130 +82,377	+15%	+$3.81M	12.68%	1
2024 Q2	$24.8M	Buy	552,753 +116,820	+27%	+$5.23M	11.87%	1
2024 Q1	$19.8M	Buy	435,933 +65,057	+18%	+$2.95M	12.39%	1
2023 Q4	$17.1M	Buy	+370,876	New	+$16.4M	11.87%	1

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Power Wealth Management's FBND Position: Q2 2026 in Review

Power Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 4.2% in Q2 2026, buying an estimated $1.59M and bringing the position to 865,549 shares worth $39.4M. The position accounts for 13.53% of the portfolio, ranked #1.

Power Wealth Management first reported a position in FBND in Q4 2023 and has held it in 11 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Power Wealth Management held 865,549 shares of Fidelity Total Bond ETF worth $39.4M as of Q2 2026.
Power Wealth Management bought 34,892 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.59M.
Fidelity Total Bond ETF made up 13.53% of Power Wealth Management's portfolio in Q2 2026, its #1 holding.
Power Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 11 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.